Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,793
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$400M
3
+$387M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$376M
5
BKNG icon
Booking.com
BKNG
+$369M

Top Sells

1
+$2.46B
2
+$1.31B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$631M
5
ZTS icon
Zoetis
ZTS
+$513M

Sector Composition

1 Financials 9.92%
2 Technology 8.94%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4326
$1.09M ﹤0.01%
71,345
-4,028
4327
$1.09M ﹤0.01%
32,319
-1,386
4328
$1.08M ﹤0.01%
73,807
-3,993
4329
$1.08M ﹤0.01%
30,964
+14,369
4330
$1.07M ﹤0.01%
87,391
+38,476
4331
$1.07M ﹤0.01%
37,097
+11,234
4332
$1.07M ﹤0.01%
79,720
+74,204
4333
$1.07M ﹤0.01%
70,550
+59,548
4334
$1.07M ﹤0.01%
45,736
-21,027
4335
$1.07M ﹤0.01%
95,620
-53,687
4336
$1.07M ﹤0.01%
121,488
-19,077
4337
$1.06M ﹤0.01%
76,410
+52,374
4338
$1.06M ﹤0.01%
41,115
-155,128
4339
$1.06M ﹤0.01%
95,534
+32,963
4340
$1.06M ﹤0.01%
511,283
+451,316
4341
$1.06M ﹤0.01%
25,355
+2,990
4342
$1.06M ﹤0.01%
74,355
+62,793
4343
$1.05M ﹤0.01%
41,061
+33,918
4344
$1.05M ﹤0.01%
6,357
-4,543
4345
$1.05M ﹤0.01%
158,313
+20,966
4346
$1.05M ﹤0.01%
150,736
+101,168
4347
$1.04M ﹤0.01%
59,602
-495
4348
$1.04M ﹤0.01%
27,293
+23,375
4349
$1.04M ﹤0.01%
1,313
+1,051
4350
$1.04M ﹤0.01%
29,605
+8,961
172 173
174
175 176